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    • Welcome to Zephyr Enterprise
      • Zephyr Enterprise
        • What's New in Zephyr Enterprise Release 8.3.0
          • 8.3.0 Release Notes
            • 8.2.0 Release Notes
            • 8.1.0 Release Notes
            • 8.0.1 Release Notes
            • 7.21.1 Release Notes
            • 7.21.0 Release Notes
              • Version History
              • Zephyr Installation and Upgrade Guides
                • Zephyr System Requirements
                  • Zephyr Supported Platforms
                    • Zephyr Usage Requirements
                      • Zephyr Cloud Requirements
                        • Zephyr Server Requirements
                          • Zephyr Data Center Requirements
                          • Zephyr Enterprise Trial
                            • Zephyr Trial Installation for Window
                              • Installation of Zephyr Enterprise Trial via Docker
                                • Docker Trial Troubleshooting
                                • Zephyr On-Premise Production Installation
                                  • Zephyr Production Installation for Windows
                                    • Zephyr Production Installation for Linux
                                      • Set Up Zephyr Data Center Cluster
                                        • 1. Connect to an External Database
                                          • 2. Install and Configure Elasticsearch
                                            • Install Zephyr Enterprise on Nodes
                                              • On Windows
                                                • On Linux
                                                • 4. Set Up a Shared Directory
                                                  • 5. Configure Load Balancer
                                                    • 6. Bring Up the Whole System
                                                      • Further Steps
                                                      • Connecting to an External Database
                                                        • MySQL
                                                          • Microsoft SQL
                                                            • Oracle
                                                              • Steps to Follow to Change the Database Password
                                                            • Elastic Search
                                                              • Elasticsearch 8.6.2
                                                                • Elasticsearch Single Node - In Windows
                                                                  • Elasticsearch Single Node - In Linux
                                                                    • Elasticsearch Cluster
                                                                      • Additional Information - ES 8.6.2
                                                                    • JDBC.Properties File Field
                                                                      • Zephyr Enterprise Services
                                                                        • ZE Services with RabbitMQ
                                                                          • ZE - Webhook Deployment
                                                                            • ZE-Consumer Deployment
                                                                              • ZE-AuditService Deployment
                                                                                • ZE-AuditProcessor Deployment
                                                                                • RabbitMQ Deployment
                                                                                  • RabbitMQ and ZE Service Usage and Requirement
                                                                                    • RabbitMQ Deployment (Ubuntu)
                                                                                      • RabbitMQ Deployment (RHEL)
                                                                                        • RabbitMQ Deployment (Windows)
                                                                                  • Upgrade Zephyr Enterprise
                                                                                    • Zephyr On-Premise Upgrade Instructions
                                                                                      • Upgrade Embedded MYSQL 5.7 to MYSQL 8.0
                                                                                        • Steps to change the JDBC Driver
                                                                                          • Take Database Backup
                                                                                          • Zephyr On-Premise Rollback Process
                                                                                            • Special SSL Consideration
                                                                                            • Change Ownership to Non-Root User
                                                                                              • Upgrading Data Center
                                                                                                • Upgrade Steps on Windows
                                                                                                  • Upgrade Steps on Linux for Root to Root User
                                                                                                    • Upgrade Steps for Linux from Root to Non-root User
                                                                                                  • Post-upgrade Steps for Zephyr SaaS/Cloud
                                                                                                    • Upgrading from Version 8.0.1 and Below to 8.3.0 Version
                                                                                                    • Enabling Jira sync for a Closed Release
                                                                                                  • Troubleshoot
                                                                                                • Zephyr Administration Guides
                                                                                                  • System Setup
                                                                                                    • System Config
                                                                                                      • SSL Setup in Zephyr
                                                                                                        • Integrate JIRA SSO with Zephyr OAuth
                                                                                                          • Email Notifications
                                                                                                            • About Zephyr
                                                                                                              • Login Limit
                                                                                                                • Support ZIP File
                                                                                                              • Authentication
                                                                                                                • Setting Up Single Sign-On (SSO) with AWS
                                                                                                                • SSO Setup with Okta in Zephyr
                                                                                                                  • Okta LDAP Configuration
                                                                                                                    • SSO Setup with Azure AD in Zephyr
                                                                                                                      • SSO Setup with Auth0
                                                                                                                        • SSO Setup with Google (G-Suite)
                                                                                                                          • SSO Setup with Active Directory - ADFS
                                                                                                                          • Jira Integration
                                                                                                                            • Setting up Jira Integration
                                                                                                                              • Configure OAuth Connection
                                                                                                                                • Configure Basic (cookie-based) Connection
                                                                                                                                  • Creating Jira Webhooks
                                                                                                                                    • Using Jira Webhooks
                                                                                                                                    • Connection Between Server and Cloud Instances
                                                                                                                                      • Configure OAuth 2.0 Connection
                                                                                                                                        • Jira Integration SSL Troubleshooting
                                                                                                                                      • Caching Jira Data
                                                                                                                                        • Jira Management Preferences
                                                                                                                                          • Migrating From Jira Server to Jira Cloud
                                                                                                                                            • Jira Integration: Zephyr Enterprise
                                                                                                                                              • Jira Troubleshooting
                                                                                                                                            • Customizations
                                                                                                                                              • Customize Roles
                                                                                                                                                • Customize Project Fields
                                                                                                                                                  • Customize Requirement Fields
                                                                                                                                                    • Customize Testcase Fields
                                                                                                                                                      • Customize Testcase Estimated Time
                                                                                                                                                        • Customize Testcase and Test Step Execution Status
                                                                                                                                                          • Customize Test Repo Configuration
                                                                                                                                                            • Customize Bulk Status Update
                                                                                                                                                              • Customize Test Case Priority Field
                                                                                                                                                                • Customize Trend Data Collection
                                                                                                                                                                  • Indexing Process
                                                                                                                                                                    • Advanced
                                                                                                                                                                      • Customize Gadget Refresh Rate
                                                                                                                                                                      • External Storage
                                                                                                                                                                      • User Setup
                                                                                                                                                                        • Delete Disable User's
                                                                                                                                                                        • Adding a User
                                                                                                                                                                          • Editing a User
                                                                                                                                                                            • Enabling and Disabling Users
                                                                                                                                                                              • Exporting a List of Users
                                                                                                                                                                                • Reset User Password
                                                                                                                                                                                  • Change an Account Password
                                                                                                                                                                                    • Project assigned Via Group
                                                                                                                                                                                  • Group Setup
                                                                                                                                                                                    • Adding a Group
                                                                                                                                                                                      • Editing a Group
                                                                                                                                                                                        • Delete a Group
                                                                                                                                                                                          • Import Groups
                                                                                                                                                                                          • Project Setup
                                                                                                                                                                                            • Adding a Project
                                                                                                                                                                                              • Editing a Project
                                                                                                                                                                                                • Deleting a Project
                                                                                                                                                                                                  • Project Test Repository Backup and Restore
                                                                                                                                                                                                  • Defect Admin
                                                                                                                                                                                                    • Zephyr Defect Tracking Customizations
                                                                                                                                                                                                      • Groups and Permissions
                                                                                                                                                                                                        • Projects
                                                                                                                                                                                                          • Workflow
                                                                                                                                                                                                            • Zephyr Internal Preferences
                                                                                                                                                                                                              • Customization
                                                                                                                                                                                                              • JIRA Defect Tracking Customizations
                                                                                                                                                                                                              • Zephyr Server/Data Center Backups and Restore
                                                                                                                                                                                                                • Zephyr Cloud Backups and Restore
                                                                                                                                                                                                                  • Zephyr Audit Logs
                                                                                                                                                                                                                  • Zephyr User Guide
                                                                                                                                                                                                                    • Release Setup
                                                                                                                                                                                                                      • Adding a Release
                                                                                                                                                                                                                        • Editing a Release
                                                                                                                                                                                                                          • Deleting a Release
                                                                                                                                                                                                                            • Cloning a Release
                                                                                                                                                                                                                              • Mapping Requirements to a Test Case
                                                                                                                                                                                                                              • Requirements
                                                                                                                                                                                                                                • Project and Release Requirement Repository
                                                                                                                                                                                                                                  • Adding a Folder in Requirements
                                                                                                                                                                                                                                    • Adding a Requirement
                                                                                                                                                                                                                                      • Editing a Requirement
                                                                                                                                                                                                                                        • Cloning a Requirement
                                                                                                                                                                                                                                          • Deleting a Requirement
                                                                                                                                                                                                                                            • Mapping Requirements to a Test Case
                                                                                                                                                                                                                                              • Allocating and Deallocating a Requirement
                                                                                                                                                                                                                                                • Importing Requirements
                                                                                                                                                                                                                                                  • Import Requirements via Excel Spreadsheets
                                                                                                                                                                                                                                                    • Import Requirements From Jira
                                                                                                                                                                                                                                                    • Exporting Requirements
                                                                                                                                                                                                                                                      • JIRA Requirements Sync
                                                                                                                                                                                                                                                        • Requirements Traceability
                                                                                                                                                                                                                                                        • Test Repository
                                                                                                                                                                                                                                                          • Global Test Repository Overview
                                                                                                                                                                                                                                                            • Move Ownership of Test Case from Test Repository to Global Repository
                                                                                                                                                                                                                                                            • Project and Release Test Case Repository
                                                                                                                                                                                                                                                              • Adding a Folder in Test Repository
                                                                                                                                                                                                                                                                • Adding a Test Case
                                                                                                                                                                                                                                                                  • About Adding an Attachment
                                                                                                                                                                                                                                                                  • Editing a Test Case
                                                                                                                                                                                                                                                                    • Test Step Copying and Deleting
                                                                                                                                                                                                                                                                      • Test Case Versioning
                                                                                                                                                                                                                                                                        • Bulk Edit Test Cases
                                                                                                                                                                                                                                                                        • Cloning a Test Case
                                                                                                                                                                                                                                                                          • Deleting a Test Case
                                                                                                                                                                                                                                                                            • Mapping Test Cases to a Requirement
                                                                                                                                                                                                                                                                              • Tracking Automation
                                                                                                                                                                                                                                                                                • Importing Test Cases
                                                                                                                                                                                                                                                                                  • Auto-Creating Directory Structure when Importing Test Cases
                                                                                                                                                                                                                                                                                  • Exporting Test Cases
                                                                                                                                                                                                                                                                                    • Test Case Usage History
                                                                                                                                                                                                                                                                                      • Test Case Reordering
                                                                                                                                                                                                                                                                                        • Copying Test Cases
                                                                                                                                                                                                                                                                                          • Sharing Test Cases
                                                                                                                                                                                                                                                                                            • Call to Test
                                                                                                                                                                                                                                                                                              • Parametrization and Data Set
                                                                                                                                                                                                                                                                                              • Test Planning
                                                                                                                                                                                                                                                                                                • Managing Cycles
                                                                                                                                                                                                                                                                                                  • Managing Phases
                                                                                                                                                                                                                                                                                                    • Assigning Test Cases to Users
                                                                                                                                                                                                                                                                                                      • Adding and Deleting Test Cases in a Test Phase
                                                                                                                                                                                                                                                                                                        • Synchronization and Flagging/Unflagging
                                                                                                                                                                                                                                                                                                          • Hiding and Unhiding Test Cycles
                                                                                                                                                                                                                                                                                                            • Copy and Move Test Cycle Folders
                                                                                                                                                                                                                                                                                                            • Test Execution
                                                                                                                                                                                                                                                                                                              • Executing Manual Test Cases
                                                                                                                                                                                                                                                                                                                • Logging Test Run Results
                                                                                                                                                                                                                                                                                                                • Executing Automated Test Cases
                                                                                                                                                                                                                                                                                                                  • Linking Defects
                                                                                                                                                                                                                                                                                                                    • Sync Test Case Versions
                                                                                                                                                                                                                                                                                                                      • Test Case Execution History
                                                                                                                                                                                                                                                                                                                        • Exporting Test Executions
                                                                                                                                                                                                                                                                                                                          • Editing Test Cases During Test Execution
                                                                                                                                                                                                                                                                                                                          • Defect Tracking
                                                                                                                                                                                                                                                                                                                            • Creating Defects
                                                                                                                                                                                                                                                                                                                              • Searching for Defects
                                                                                                                                                                                                                                                                                                                                • Editing Defects
                                                                                                                                                                                                                                                                                                                                  • Creating Sub-Tasks
                                                                                                                                                                                                                                                                                                                                    • Exporting Defects
                                                                                                                                                                                                                                                                                                                                      • Supported Jira Custom Fields
                                                                                                                                                                                                                                                                                                                                      • Reporting and Dashboards
                                                                                                                                                                                                                                                                                                                                        • Zephyr Dashboards
                                                                                                                                                                                                                                                                                                                                          • Managing Dashboards
                                                                                                                                                                                                                                                                                                                                            • Gadgets
                                                                                                                                                                                                                                                                                                                                            • Reports
                                                                                                                                                                                                                                                                                                                                              • Custom Export Report Wizard
                                                                                                                                                                                                                                                                                                                                              • Search
                                                                                                                                                                                                                                                                                                                                                • Global Sorting
                                                                                                                                                                                                                                                                                                                                                  • Zephyr Test Automation
                                                                                                                                                                                                                                                                                                                                                    • Zephyr Vortex
                                                                                                                                                                                                                                                                                                                                                      • Script Automation
                                                                                                                                                                                                                                                                                                                                                        • Suite Automation
                                                                                                                                                                                                                                                                                                                                                          • Folder Watcher
                                                                                                                                                                                                                                                                                                                                                            • Vortex Job Execution Events
                                                                                                                                                                                                                                                                                                                                                            • API Operations for Automation Jobs
                                                                                                                                                                                                                                                                                                                                                              • ZBot Overview
                                                                                                                                                                                                                                                                                                                                                                • Installing and Getting Started with ZBots
                                                                                                                                                                                                                                                                                                                                                                • Integration with TestComplete
                                                                                                                                                                                                                                                                                                                                                                  • Integration with ReadyAPI
                                                                                                                                                                                                                                                                                                                                                                    • Robot Framework Integration
                                                                                                                                                                                                                                                                                                                                                                      • NUnit Framework Integration
                                                                                                                                                                                                                                                                                                                                                                        • Parser Templates
                                                                                                                                                                                                                                                                                                                                                                          • Create, Edit and Delete Templates
                                                                                                                                                                                                                                                                                                                                                                            • Create Parser Templates
                                                                                                                                                                                                                                                                                                                                                                              • Get List of Available Parser Templates
                                                                                                                                                                                                                                                                                                                                                                                • Edit Parser Templates
                                                                                                                                                                                                                                                                                                                                                                                  • Delete Parser Templates
                                                                                                                                                                                                                                                                                                                                                                                  • Parser Template Syntax
                                                                                                                                                                                                                                                                                                                                                                                • Zephyr Enterprise Jira Plugin
                                                                                                                                                                                                                                                                                                                                                                                  • Zephyr Enterprise Traceability
                                                                                                                                                                                                                                                                                                                                                                                    • Zephyr Enterprise Feature Content
                                                                                                                                                                                                                                                                                                                                                                                    • FAQ
                                                                                                                                                                                                                                                                                                                                                                                    • Zephyr REST API
                                                                                                                                                                                                                                                                                                                                                                                      • Create and Manage API Tokens in Zephyr
                                                                                                                                                                                                                                                                                                                                                                                        • Update Testcase API
                                                                                                                                                                                                                                                                                                                                                                                          • Search API
                                                                                                                                                                                                                                                                                                                                                                                            • Import & Synchronize LDAP/Crowd Groups
                                                                                                                                                                                                                                                                                                                                                                                          • Migrating to Zephyr Enterprise
                                                                                                                                                                                                                                                                                                                                                                                            • From HP ALM
                                                                                                                                                                                                                                                                                                                                                                                              • Planning
                                                                                                                                                                                                                                                                                                                                                                                                • Key Points
                                                                                                                                                                                                                                                                                                                                                                                                • Preliminary Steps
                                                                                                                                                                                                                                                                                                                                                                                                  • Migration Steps
                                                                                                                                                                                                                                                                                                                                                                                                    • Migrate a Single Project
                                                                                                                                                                                                                                                                                                                                                                                                      • Migrate Multiple Projects in Parallel
                                                                                                                                                                                                                                                                                                                                                                                                        • 1. Migrate HP ALM Users
                                                                                                                                                                                                                                                                                                                                                                                                          • 2. Migrate Projects
                                                                                                                                                                                                                                                                                                                                                                                                        • Post-Migration Steps
                                                                                                                                                                                                                                                                                                                                                                                                          • FAQ
                                                                                                                                                                                                                                                                                                                                                                                                          • Via REST API
                                                                                                                                                                                                                                                                                                                                                                                                            • Create a Role
                                                                                                                                                                                                                                                                                                                                                                                                              • Create a User
                                                                                                                                                                                                                                                                                                                                                                                                                • Create a Project
                                                                                                                                                                                                                                                                                                                                                                                                                  • Create a Custom Field
                                                                                                                                                                                                                                                                                                                                                                                                                    • Create a Release
                                                                                                                                                                                                                                                                                                                                                                                                                      • Create a Test Case Tree
                                                                                                                                                                                                                                                                                                                                                                                                                        • Add an Attachment
                                                                                                                                                                                                                                                                                                                                                                                                                          • Test Planning (cycles and phases)
                                                                                                                                                                                                                                                                                                                                                                                                                            • Execute the Test Case
                                                                                                                                                                                                                                                                                                                                                                                                                              • Create Requirements
                                                                                                                                                                                                                                                                                                                                                                                                                                • Access Tokens
                                                                                                                                                                                                                                                                                                                                                                                                                                  • Import the Test Case
                                                                                                                                                                                                                                                                                                                                                                                                                                  • Via Excel Spreadsheets
                                                                                                                                                                                                                                                                                                                                                                                                                                • Zephyr Enterprise Product Development and Process and Roadmap
                                                                                                                                                                                                                                                                                                                                                                                                                                  • Log In to SmartBear Community Portal
                                                                                                                                                                                                                                                                                                                                                                                                                                  • Zephyr End-of-Life Policy
                                                                                                                                                                                                                                                                                                                                                                                                                                    • Developer Zone
                                                                                                                                                                                                                                                                                                                                                                                                                                      • Zephyr Enterprise Test Management Add-on for Bamboo
                                                                                                                                                                                                                                                                                                                                                                                                                                        • Bamboo Add-on Installation
                                                                                                                                                                                                                                                                                                                                                                                                                                          • Add Zephyr Servers in Bamboo
                                                                                                                                                                                                                                                                                                                                                                                                                                            • Configure Zephyr Add-On
                                                                                                                                                                                                                                                                                                                                                                                                                                            • Publish Results to Zephyr
                                                                                                                                                                                                                                                                                                                                                                                                                                          • Zephyr Enterprise Test Management Plugin for Jenkins
                                                                                                                                                                                                                                                                                                                                                                                                                                          • Support and Troubleshooting
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                                                                                                                                                                                                                                                                                                                                                                                                                                            • What's New in Zephyr Enterprise Release 8.3.0
                                                                                                                                                                                                                                                                                                                                                                                                                                            • Version History

                                                                                                                                                                                                                                                                                                                                                                                                                                            Version History

                                                                                                                                                                                                                                                                                                                                                                                                                                            Version History

                                                                                                                                                                                                                                                                                                                                                                                                                                            Version 8.x

                                                                                                                                                                                                                                                                                                                                                                                                                                            8.3.0 Release Notes

                                                                                                                                                                                                                                                                                                                                                                                                                                            8.2.0 Release Notes

                                                                                                                                                                                                                                                                                                                                                                                                                                            8.1.0 Release Notes

                                                                                                                                                                                                                                                                                                                                                                                                                                            8.0.1 Release Notes

                                                                                                                                                                                                                                                                                                                                                                                                                                            Version 7.x

                                                                                                                                                                                                                                                                                                                                                                                                                                            7.21.1 Release Notes

                                                                                                                                                                                                                                                                                                                                                                                                                                            7.21.0 Release Notes

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